Position Summary
The Manager of Financial Planning & Analysis will support the Financial Planning & Analysis team in daily, weekly, and monthly analysis focused on the budgeting, forecasting and reporting processes. This role will prepare financial and operational reports that highlight KPIs, identify and monitor trends across the business, help management and business functions with issues and inquiries related to business performance, and perform ad-hoc analysis to support strategic initiatives. The ideal candidate for this role will have exceptional FP&A skillset combined with experience using Adaptive Insights necessary to guide and inform system implementation and act as a super user.
This role will report to the Director of Financial Planning & Analysis and have significant interactions with and exposure to the CFO and key members of the executive and operational leadership teams.
Essential Duties and Responsibilities
- Consolidate, analyze, and report on financial and business data, incorporating the company’s strategic goals, with a focus on KPIs and business trends
- Engage with operational leaders as business partner to review financial results, identify opportunities to improve efficiency / budget achievement, and provide ad-hoc analysis as needed to support business objectives
- Manage preparation and help drive the annual budgeting and quarterly forecasting processes for delegated state operations
- Develop financial models, benchmark performance, and analyze business processes
- Understand the industry and competitive landscape and use that knowledge to inform internal financial analysis and reporting
- Analyze special operational and financial projects on an ad hoc basis
- Use our financial reporting and general ledger systems to support internal and external needs for reports and other information
- Partner with team cross functionally for reporting and data analysis
Education and/or Experience
- Bachelor’s degree in accounting, finance, or economics; MBA preferred
- 5+ years of experience in finance
- 3-5 years minimum experience in a corporate environment supporting multiple sites or divisions
- Experience in the Home Care / Health Care Industry preferred
- Demonstrated success partnering with operational leaders to drive financial performance
Knowledge and Skills
- Strong foundation in accounting and financial reporting; solid knowledge of accounting principles, practices, and procedures
- Experience with corporate finance, budgeting, forecasting, data analysis, and reporting
- Demonstrated success in a dynamic, high-growth environment
- Advanced computer skills, including Excel, Word, PowerPoint, and databases
- General ledger systems and system integrations experience preferred
- Adaptive Insights experience required
- Must be highly analytical, organized, and possess a high degree of attention to detail
- Excellent written and verbal communication skills
- Able to work well with senior executives and team